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Axiom Financial Strategies’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Axiom Financial Strategies’s Portfolio JNK Stock Details JNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44,015
Closed -$4.2M – 51
2024
Q4 		$4.2M Buy
44,015
+51
+0.1% +$4.92K 2.34% 14
2024
Q3 		$4.3M Buy
43,964
+34,351
+357% +$3.3M 2.27% 14
2024
Q2 		$906K Buy
9,613
+103
+1% +$9.68K 0.59% 23
2024
Q1 		$905K Sell
9,510
-169
-2% -$16K 0.58% 24
2023
Q4 		$917K Buy
9,679
+29
+0.3% +$2.65K 0.6% 23
2023
Q3 		$872K Buy
9,650
+242
+3% +$22.2K 0.59% 25
2023
Q2 		$866K Buy
9,408
+163
+2% +$14.9K 0.5% 27
2023
Q1 		$858K Sell
9,245
-176
-2% -$16.2K 0.48% 24
2022
Q4 		$848K Buy
9,421
+36
+0.4% +$3.25K 0.53% 26
2022
Q3 		$824K Sell
9,385
-23,221
-71% -$2.16M 0.44% 32
2022
Q2 		$2.96M Sell
32,606
-5,342
-14% -$515K 1.56% 20
2022
Q1 		$3.68M Sell
37,948
-6,139
-14% -$640K 1.86% 19
2021
Q4 		$4.79M Buy
44,087
+2,657
+6% +$288K 2.17% 15
2021
Q3 		$4.53M Buy
41,430
+5,590
+16% +$612K 2.14% 15
2021
Q2 		$3.94M Buy
35,840
+587
+2% +$64K 1.82% 16
2021
Q1 		$3.84M Sell
35,253
-17,239
-33% -$1.87M 1.88% 14
2020
Q4 		$5.47M Hold
52,492
– – 3.29% 10
2020
Q3 		$5.47M Buy
52,492
+26,954
+106% +$2.82M 3.29% 10
2020
Q2 		$2.58M Buy
25,538
+17,140
+204% +$1.71M 1.68% 21
2020
Q1 		$796K Buy
+8,398
New +$881K 0.64% 25

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Axiom Financial Strategies's JNK Position: Q1 2025 in Review

Axiom Financial Strategies sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q1 2025, closing a stake of 44,015 shares — an estimated $4.2M sold.

Axiom Financial Strategies first reported a position in JNK in Q1 2020 and held it in 20 quarters. The position peaked at $5.47M in Q4 2020. 553 funds tracked by Wall St. Rank hold JNK as of Q1 2025.

  • Axiom Financial Strategies reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 44,015 State Street SPDR Bloomberg High Yield Bond ETF shares in Q1 2025, an estimated $4.2M.
  • Axiom Financial Strategies first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q1 2020 and held it in 20 quarters.
  • Axiom Financial Strategies's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $5.47M in Q4 2020.
  • 553 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q1 2025.

Based on Axiom Financial Strategies's 13F filing for Q1 2025, filed 14 May 2025.